Sharp Tech with Ben Thompson

Andrew Sharp and Ben Thompson
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Nov 10, 2022 • 14min

A Beginner's Guide to Spotify and Emails on Antitrust and Algorithms

To email the show: email@sharptech.fm Spotify Earnings, Spotify Exclusives, Spotify vs. Apple — Stratechery Update Spotify’s Podcast Aggregation Play — Stratechery The European Super League, Apple Music’s Letter to Artists — Stratechery Update This is How Much More Apple Music Pays Artists Than Spotify — 9to5Mac A Framework for Regulating Competition on the Internet — Stratechery DOJ blocks Penguin Random House’s takeover of Simon & Schuster — Politico Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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5 snips
Nov 7, 2022 • 1h 4min

Mailbag: Down the 230 Rabbit Hole, A Third Door Moderation Approach, Twitter Follow-Up, Andrew Responds to the Nicest Angry Emails Ever

To email the show: email@sharptech.fm A New Supreme Court Case Could Fundamentally Change the Internet — Vox A Framework for Moderation — Stratechery Why Cloudflare Matters, The Absence of Gatekeepers, Promotion Versus Moderation — Stratechery Update Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230 — Stratechery Update Zero Trust Information — Stratechery They Traded Twitter for Mastodon Social. Now What? — Washington Post Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Nov 3, 2022 • 11min

The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up

To email the show: email@sharptech.fm Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings — Stratechery Update Twitter Has a New CEO; What About a New Business Model? — Stratechery Can Elon Musk Make the Math Work on Owning Twitter? It’s Dicey. — New York Times Twitter to Pay $809.5 Million to Settle Securities Suit — Wall Street Journal Musk Plans to Eliminate Half of Twitter Jobs to Cut Costs — Bloomberg Apple’s privacy changes create windfall for its own advertising business — Financial Times Spotify, Netflix, and Aggregation — Stratechery Aggregation Follow-up, Netflix’s Ad Partners — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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4 snips
Oct 31, 2022 • 1h 7min

Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech Employee

To email the show: email@sharptech.fm Announcing Sharp China With Sinocism’s Bill Bishop — Stratechery Meta Myths — Stratechery Meta Reports Third Quarter 2022 Results — Meta Investor Relations Instagram Reels Struggles, Meta’s Mistake, TikTok at Code — Stratechery Update Facebook Political Problems — Stratechery The Voters Decide — Stratechery Why Microsoft’s Reorganization Is a Bad Idea — Stratechery The Uncanny Valley of a Functional Organization — Stratechery Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Oct 27, 2022 • 11min

Google/Facebook/Snap Earnings and Another Dimension of Automation

To email the show: email@sharptech.fm Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset — Stratechery Update Google Earnings, Gaming’s Warning Light, Google’s Costs — Stratechery Update Meta Q2 Earnings, Reasons for Optimism, Meta Changes — Stratechery Update The End of Global Order — Sam Harris A Chinese Spy Wanted GE’s Secrets, But the US Got China’s Instead — Bloomberg Lewis Hamilton Overtakes EVERYONE! | 2021 Sao Paulo Grand Prix — YouTube Christian Horner CARRYING Drive To Survive for 6 minutes straight — YouTube Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Oct 24, 2022 • 1h

Good News for Netflix Believers and the Latest TikTok Reporting

To email the show: email@sharptech.fm Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update Why Netflix Should Sell Ads — Stratechery Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices — Stratechery Update TikTok Parent ByteDance Planned To Use TikTok To Monitor The Physical Location Of Specific American Citizens — Forbes Leaked Audio From 80 Internal TikTok Meetings Shows That US User Data Has Been Repeatedly Accessed From China — Buzzfeed TikTok Owner ByteDance Used A News App On Millions Of Phones To Push Pro-China Messages, Ex-Employees Say — Buzzfeed Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Oct 20, 2022 • 13min

Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOs

To email the show: email@sharptech.fm The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update The Tik Tok War — Stratechery Clubhouse's Inevitability — Stratechery Market Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong? — Stratechery Update An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — Stratechery Interviews Wired Headphones Are the New “It” Accessory — and We Should Have Seen It Coming — Teen Vogue Mark Daigneault — Wikipedia Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Oct 18, 2022 • 1h

Questions, Concerns and Unknowns after the China Chip Ban

To email the show: email@sharptech.fm Biden Administration Clamps Down on China’s Access to Chip Technology — New York Times The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update American Executives in Limbo at Chinese Chip Companies After U.S. Ban — Wall Street Journal Tanner Greer (@sholars_stage) — Twitter ‘No Possibility of Reconciliation’ as US Slams China Chips — Bloomberg Choking Off China’s Access to the Future of AI — Center for Strategic and International Studies Blinken Says China Wants to Seize Taiwan on ‘Much Faster Timeline’ — Bloomberg Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Oct 14, 2022 • 11min

Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel Kit

To email the show: email@sharptech.fm An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse — Stratechery Interviews Meta and Microsoft — Stratechery Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Oct 11, 2022 • 58min

New Metaverse Dreams and Old Metaverse Questions

To email the show: email@sharptech.fm Meta Connect 2022 — Reality Labs Microsoft and the Metaverse — Stratechery Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal — Stratechery Update An Interview with Mark Zuckerberg about the Metaverse — Stratechery Interviews Skepticism, Confusion, Frustration: Inside Mark Zuckerberg’s Metaverse Struggles — New York Times Meta’s flagship metaverse app is too buggy and employees are barely using it, says exec in charge — The Verge Working From Orbit — Medium Meta’s new digital fashion marketplace will sell Prada, Balenciaga and Thom Browne — Vogue Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

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